Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Min-kai Chen is an Investment Advisor Representative at First Foundation Advisors in Irvine, California. Michael is a Chartered Financial Analyst and has been in the industry since 2013. Michael has a Series 65 license and has passed the Series 3 exam. Michael has experience working with a variety of clients including corporations, high-net-worth individuals, and charitable organizations. Michael provides financial planning, portfolio management, and selection of other advisors.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
04/18/2024 - Present
First Foundation Advisors (IRVINE CA)
IA
Issued 07/23/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
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